This temporary position focuses on accurately processing updates and changes to Brokered Business and Branded files and accounts within insurance operations. The role involves customer interaction, data analysis, and ensuring compliance with corporate and regulatory guidelines.
Responsibilities
Conduct outbound telephone calls and correspond with customers to gather information, respond to inquiries, and resolve issues
Use knowledge of insurance policies and procedures to make recommendations to customers regarding accounts, additional coverage needed, or additional products needed
Review current policies, discuss coverage options, quote replacement coverage, and bind policies when necessary
Examine policy and determine appropriate adjustments to serve the best interests of both the member and the organization
Update customer policies
Process payments on carrier websites
Complete account terminations, perform manual data entry, and quote Independent Agent Book Rolls based on information provided by the agency
Manually enter data in IPM and Guidewire systems and quote leads that failed in the automation process based on information provided in data extract
Act as lead to answer inquiries, resolve problems, and provide guidance and direction to various business partners
Participate on projects related to scope of work performed
Gather appropriate information and review documents to determine the required actions necessary to conclude processing
Create, run, and review reports to determine processing errors
Investigate and identify key issues and patterns from data (requires working between multiple spreadsheets and source systems simultaneously)
Track quoting data for reporting (number of policies hitting stabilization cap, number of policies referred for revisions, etc.)
Balance, review, and edit a variety of reports and logs within scope of responsibilities
Complete processing and updates to accounts while ensuring efficiency and compliance with corporate and regulatory guidelines
Enter corrections and recode files when necessary
Review automated quotes that were unable to automatically bind and revise them to completion
Utilize industry and agency knowledge to identify areas of opportunity and improve efficiencies
Provide input regarding updates to processing and correction procedures
Take a broad perspective to solve problems and identify new solutions
Requirements
High School diploma or equivalent
Minimum 2 years customer service experience
Providing a high level of customer-focused service
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Servicing insurance policies and processing applications, renewals, and amendments
Reading and understanding correspondence from agents and insured
Processing transactions and posting information to the appropriate accounts
Performing manual data entry and quoting of Independent Agent Book Rolls based on information provided by the agency
Performing manual data entry and quoting for leads that failed during the automation process; as well as utilizing multiple spreadsheets and source systems simultaneously
Reviewing automated quotes that were unable to bind automatically and revise to completion
Adjusting completed quotes based on new information provided by insured before finalizing the binding process
Maintaining quoting data tracking for reporting purposes including the number of policies reaching stabilization cap, number of policies referred for revisions, etc.)
Analyzing books of business for accuracy and identifying necessary revisions appending with process
Knowledge of business practices (i.e., grammar and spelling)
Knowledge of business processing procedures
Knowledge of data entry and processing techniques
Knowledge of insurance processing techniques and requirements
Knowledge of insurance terminology
Knowledge of general insurance regulations
Knowledge of underwriting procedures
Knowledge of sales regulatory and compliance guidelines
Knowledge of book roll processes and procedures
Ability to operate and navigate multiple sources of information
Ability to maintain accurate records, including accurately logging, coding, and verifying information
Ability to operate multiple computer systems and programs
Ability to audit computer files for reports and gather data to update them
Ability to write correspondence and memos
Ability to analyze policy details and make decisions
Ability to work within time, productivity, and quality constraints
Ability to promote the sale of insurance products
Ability to provide guidance and a high customer service level to customers (i.e., insurance coverages and quote/bind insurance as appropriate)
Ability to alternate within department as needed to perform various processing tasks and/or to complete training
Ability to investigate and resolve complex problems
Ability to process payments
Ability to effectively communicate at a high level with others in a work environment and with the public
Ability to perform high level mathematical calculations
Nice to have:
Knowledge of ACG and Brokered Business insurance products
Knowledge of ACG processing procedures
Knowledge of ACG policies and procedures
Knowledge of reconciliation and balancing procedures
Important Details
Schedule: Monday – Friday, 8am – 5pm
Contract: Temporary position for approximately six months
Application deadline: November 15, 2026
About the Company
The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. AAA continues to build upon its heritage of providing quality service and helping members enjoy life’s journey through insurance, travel, financial services, and roadside assistance by investing in advanced technology, pursuing innovative products, and hiring a highly skilled workforce.
